2 those who r waiting 4 KLCI < 1,000 , it is coming ... $$$$$$$$$
There r lots of water liu liu stocks out there 4 u to sai lang..
my first choice is still xxxx below 0.40..
knm , 1.00 oso worth 4 consideration ,
resorts <2.00 ?
parkson <3.50 ??
ha ha too many of them until dont know which one to buy ^V^
Showing posts with label Sam. Show all posts
Showing posts with label Sam. Show all posts
Sunday, September 14, 2008
Friday, August 29, 2008
SHI FU said :
Huaan just reported an excellent QE yesterday ,
profit increased by 44% Q 2 Q , from 2.9 cts to 3.29cts ,
at d same time , steel price also coming down from its peak ,
if we use 3.29 cts x 4 = 13cts which giving u PE of 4+ ,
once steel price comes down , its earing would be diluted ,
fyi, huaan will go 4 full capacity by end of 08 or begining of 09 ,
we can use this to compensate d falling steel price .
This apply to all d steel stocks , they r currently traded @ PE <> ,
once d demand n steel price come down , there is a big question marks on d sustainability of its single digit of PE !?
If yr steel counter is traded @ PE , 5 , u hv margin of safety ,
if they r traded @ PE 8+ , chances for them to come down further r greater .
Average PE for steel stocks r around 11+- in bull mkt n 6+- for bear mkt.
August 23, 2008 11:54 AM***
From d above, same goes 2 Lionind..
wowwww 121cts =eps, giving u PE of 1.5+++$$$$$...
ha ha, pls refer 2 d above ^V^U see now..
be it solid FA like Lionind , once mr bear came , 300% jumped in its latest earning also got no impact on its share price .
Hence, dont look at share price , look at CI , buy back only when it reach 1,000 n below ^V^
profit increased by 44% Q 2 Q , from 2.9 cts to 3.29cts ,
at d same time , steel price also coming down from its peak ,
if we use 3.29 cts x 4 = 13cts which giving u PE of 4+ ,
once steel price comes down , its earing would be diluted ,
fyi, huaan will go 4 full capacity by end of 08 or begining of 09 ,
we can use this to compensate d falling steel price .
This apply to all d steel stocks , they r currently traded @ PE <> ,
once d demand n steel price come down , there is a big question marks on d sustainability of its single digit of PE !?
If yr steel counter is traded @ PE , 5 , u hv margin of safety ,
if they r traded @ PE 8+ , chances for them to come down further r greater .
Average PE for steel stocks r around 11+- in bull mkt n 6+- for bear mkt.
August 23, 2008 11:54 AM***
From d above, same goes 2 Lionind..
wowwww 121cts =eps, giving u PE of 1.5+++$$$$$...
ha ha, pls refer 2 d above ^V^U see now..
be it solid FA like Lionind , once mr bear came , 300% jumped in its latest earning also got no impact on its share price .
Hence, dont look at share price , look at CI , buy back only when it reach 1,000 n below ^V^
Wednesday, July 23, 2008
SHI FU said :
在牛市中，股价大涨，周息率(股息收益率Dividend Yield)只有3-4%。
经过这一轮暴跌后，许多五星级股票的毛周息率，高达7-8%，已比银行定期存款的利息高一倍.
这实在是一个建立高股息股票投资组合的良好机会。
高股息五星级股票的股息收入，也比屋租更高，买进作为长期，比买屋更划算。
i forsee mkt will down further , it is still not time to SAILANG all,
d most ideal stratergy is
10% @ KLCI 1,090+-,
20% @KLCI 1,050
n 50% @ KLCI 1,000.
经过这一轮暴跌后，许多五星级股票的毛周息率，高达7-8%，已比银行定期存款的利息高一倍.
这实在是一个建立高股息股票投资组合的良好机会。
高股息五星级股票的股息收入，也比屋租更高，买进作为长期，比买屋更划算。
i forsee mkt will down further , it is still not time to SAILANG all,
d most ideal stratergy is
10% @ KLCI 1,090+-,
20% @KLCI 1,050
n 50% @ KLCI 1,000.
Tuesday, July 8, 2008
Lesson from shi fu
4get to mention, if u r holding construction n property stocks, take profit or cut loss on rebound !!!
This 2 sectors will hit d most during inflation, if u wanna to invest n play safe , put yr money on high dividend yield stocks like XXXXX. check my holding, all of them paying good dividend also.
July 7, 2008 6:00 PM
Everyone knows who is warren buffett, all of u read his book also..
but how many of u guys make big money from his teaching ?
how many ? know why ?
cos he know which is good stock to hold 4 long term , u may not know !
furthermore, his style of "Buy N hold 4 long term" may not suitable for KLSE's stock , dont follow blindly !
follow his FA way but dont follow his style of investment, bear in mind, we r in Malaysia not US !
u need to understand this >> 股票研究由博到精，由精到通，非长期浸淫，无以为功。
When u see big storm coming.. buy n hold 4ever is not d ideal stratergy , be flexible abit ^V^
Risk management n fund allocation r equally important in shares investment.
There r something u cant learn from book, there r also something u cant go by bible !
U want to learn it ?
u need to go thru >>>股票研究由博到精，由精到通，非长期浸淫，无以为功。
July 7, 2008 8:21 PM
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
there r 2 choices for one to invest in bear mkt,
1) Buy high dividend yield blue chip stock esp those traded with PE <10 color="#ffcc33">
2)even if they r not high dividend payer, buy if blue chip selling to u @ around 7+-,
it is still worth 4 consideration.
try to avoid property ,GLC n construction stocks, if u doubt , let see what happen to their shares price by end of this year or begining of next year ^V^
Oil n gas srctor also not a bad choice but u r advice to bottom fish them @ PE <10
This 2 sectors will hit d most during inflation, if u wanna to invest n play safe , put yr money on high dividend yield stocks like XXXXX. check my holding, all of them paying good dividend also.
July 7, 2008 6:00 PM
Everyone knows who is warren buffett, all of u read his book also..
but how many of u guys make big money from his teaching ?
how many ? know why ?
cos he know which is good stock to hold 4 long term , u may not know !
furthermore, his style of "Buy N hold 4 long term" may not suitable for KLSE's stock , dont follow blindly !
follow his FA way but dont follow his style of investment, bear in mind, we r in Malaysia not US !
u need to understand this >> 股票研究由博到精，由精到通，非长期浸淫，无以为功。
When u see big storm coming.. buy n hold 4ever is not d ideal stratergy , be flexible abit ^V^
Risk management n fund allocation r equally important in shares investment.
There r something u cant learn from book, there r also something u cant go by bible !
U want to learn it ?
u need to go thru >>>股票研究由博到精，由精到通，非长期浸淫，无以为功。
July 7, 2008 8:21 PM
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
there r 2 choices for one to invest in bear mkt,
1) Buy high dividend yield blue chip stock esp those traded with PE <10 color="#ffcc33">
2)even if they r not high dividend payer, buy if blue chip selling to u @ around 7+-,
it is still worth 4 consideration.
try to avoid property ,GLC n construction stocks, if u doubt , let see what happen to their shares price by end of this year or begining of next year ^V^
Oil n gas srctor also not a bad choice but u r advice to bottom fish them @ PE <10
Monday, June 30, 2008
SHI FU : When Market is falling, be it good FA or shit TA, all across d board >>> DOWN! STAY ASIDE!!!
之前一直有一个问题， 本来就想亲自文师傅的~ 但，现在好像有了头绪。 ^^
**之前的矛盾**
长期投资，忘掉股市 VS 师傅之前说：DON'T INVEST/HOLD LONG AT THE CURRENT MARKET.
CODED : 30 JUNE 08
In bear mkt, d more u buy d more u die ^V^
FYI, when mkt is falling... be it good FA or shit TA, all across d board >>>DOWN ! stay aside.
**之前的矛盾**
长期投资，忘掉股市 VS 师傅之前说：DON'T INVEST/HOLD LONG AT THE CURRENT MARKET.
CODED : 30 JUNE 08
In bear mkt, d more u buy d more u die ^V^
FYI, when mkt is falling... be it good FA or shit TA, all across d board >>>DOWN ! stay aside.
Thursday, June 5, 2008
:: 师傅的话 :: 要记着哦~
也许你要等到市场大崩盘，
PBB , PPB, Maybank, IOIcorp, YTL, Genting , Digi ,SD , IJM , KNM ,Resorts..
这些蓝筹股都跌到本益比 <> 10, 而你有机会买进，才能真正了解低本益比的好处。
Friday, May 2, 2008
Leasson 2 from ShiFu Sam: FEB 07
Whatever stocks i bought, i always set a target for it, refer to my previous posting, TP always there for u see as a guide, most of d time, when it reach my target n if i found other better stock to swap, i will swap it immediately ^V^, u guys must set a target for yrself also ^V^ do not follow me 100%, mine might be 30 to 40% n yours may be 20 to 30% or higher, each individual has his own TP, there is one reliable source saying someone is eyeing on one of d local bank in malaysia, yet to confirm that, i need to find out more thru my source, keep yr eyes on my blog, will post it here once confirmation obtained ^V^
_________________________________________________________________
u will never get in money wanrrant <0.50>, that's for sure !
_________________________________________________________________
my strategy is to take profit n buy back 2 days b4 the long cny holiday. If u r "kiasu" , u can actually sell 20% of yr holding n keep d balance after cny rally.It is wise to take profit on mkt strength n buy back during mkt correction. Mr bull will definitely need to take a rest b4 it carries a long march journey to another higher mark.
___________________________________________________________________
Hmm...到目前为止还没对warrant有兴趣及把握。。。所以快读了，但没有吸收。。。。
_________________________________________________________________
u will never get in money wanrrant <0.50>, that's for sure !
_________________________________________________________________
my strategy is to take profit n buy back 2 days b4 the long cny holiday. If u r "kiasu" , u can actually sell 20% of yr holding n keep d balance after cny rally.It is wise to take profit on mkt strength n buy back during mkt correction. Mr bull will definitely need to take a rest b4 it carries a long march journey to another higher mark.
___________________________________________________________________
Hmm...到目前为止还没对warrant有兴趣及把握。。。所以快读了，但没有吸收。。。。
Tuesday, April 29, 2008
Leasson from http://samgang.blogspot.com/ JAN 07
quoted : Warrant is one of the best tool to make great returns during bull market & vice versa. Look at crestbldr latest earnings, a big gain in percentage.
Its' warrant expiry date is in 2013!
Conversion 1.00, volume slowly picking up & I am sure that 2nd liners will catch up soon especially those counters with good earnings and pe <10.
A good lesson learnt.
However, I still have confident on mieco in mid & long term . I will review this counter when time is right ^V^
My strategy : I will take profit during this bull period & will definitely buy back 2 days before Chinese New Year.
SELL ON STRENGTH & INVEST BACK 2 DAYS BEFORE CNY OR CI REACHES 1,150, WHICHEVER COMES FIRST^v^
...........................................................................................................................................................................
my method of selection is based on low pe with good future earning plus a little bit of mav200days for my funds allocation.
Please bear in mind that this is mid and long term investments and you must have patience.
n other words, HOLDING POWER & TRADE AT YOUR OWN RISK. If unsure, please consult a qualified financial consultant.
In future, i will classify my stock picks under 2 categories:
1) TB= trading buy; more towards hit & run with gains from 20%+- in 3 to 6 months' time.
2) VB=value buy; with gains from 50% & above. This skewed towards mid & long term buy.
Please note that my stock picks are skewed towards mid & long term. Slowly but surely. If you expect a rocket zooming stock within contra period, I am sorry to inform you that the rocket will definitely land you in "holland".
Its' warrant expiry date is in 2013!
Conversion 1.00, volume slowly picking up & I am sure that 2nd liners will catch up soon especially those counters with good earnings and pe <10.
A good lesson learnt.
However, I still have confident on mieco in mid & long term . I will review this counter when time is right ^V^
My strategy : I will take profit during this bull period & will definitely buy back 2 days before Chinese New Year.
SELL ON STRENGTH & INVEST BACK 2 DAYS BEFORE CNY OR CI REACHES 1,150, WHICHEVER COMES FIRST^v^
...........................................................................................................................................................................
my method of selection is based on low pe with good future earning plus a little bit of mav200days for my funds allocation.
Please bear in mind that this is mid and long term investments and you must have patience.
n other words, HOLDING POWER & TRADE AT YOUR OWN RISK. If unsure, please consult a qualified financial consultant.
In future, i will classify my stock picks under 2 categories:
1) TB= trading buy; more towards hit & run with gains from 20%+- in 3 to 6 months' time.
2) VB=value buy; with gains from 50% & above. This skewed towards mid & long term buy.
Please note that my stock picks are skewed towards mid & long term. Slowly but surely. If you expect a rocket zooming stock within contra period, I am sorry to inform you that the rocket will definitely land you in "holland".
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